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Nonprofiteer
← UW HEALTH ACO INC

Form 990 for tax year 2023

Filed by UW HEALTH ACO INC.

Totals

Total revenue
$1,587,936
Total expenses
$8,527,230
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,587,936
Investment income
$0
Other revenue
$0
Total assets, end of year
$5,216,688
Total liabilities, end of year
$4,114,339
Net assets or fund balances, end of year
$1,102,349
Program services expenses (Part IX)
$8,141,804
Management and general expenses
$385,426
Fundraising expenses
$0
Program service expenses (Part III)
$8,141,804

Program services were 95.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: Case Management Servic

    total $1,587,936 · related or exempt $1,587,936

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $495,085 · program services $312,795 · management and general $182,290

  • 8 · Pension plan contributions

    total $41,725 · program services $26,362 · management and general $15,363

  • 9 · Other employee benefits

    total $98,393 · program services $62,163 · management and general $36,230

  • 10 · Payroll taxes

    total $34,684 · program services $21,913 · management and general $12,771

  • 11a · Fees: management

    total $100,793 · management and general $100,793

  • 11c · Fees: accounting

    total $3,381 · management and general $3,381

  • 11g · Fees: other

    total $356,078 · program services $356,078

  • 13 · Office expenses

    total $142 · program services $142

  • 17 · Travel

    total $6,318 · program services $6,142 · management and general $176

  • 19 · Conferences, conventions and meetings

    total $13,938 · program services $8,806 · management and general $5,132

  • 23 · Insurance

    total $79,548 · program services $50,258 · management and general $29,290

  • 24a · Other expenses: Shared Savings Reimburs

    total $7,294,519 · program services $7,294,519

  • 24b · Other expenses: Small Equip/Furnish

    total $1,451 · program services $1,451

  • 24c · Other expenses: Dues & Subscriptions

    total $1,000 · program services $1,000

  • 24e · All other expenses

    total $175 · program services $175

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $10,653,756 · end of year $4,910,380

  • 4 · Accounts receivable

    beginning of year $300 · end of year $58,157

  • 9 · Prepaid expenses and deferred charges

    beginning of year $45,311 · end of year $126,476

  • 15 · Other assets

    beginning of year $12,740 · end of year $121,675

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,354,495 · end of year $3,900,109

  • 25 · Other liabilities

    beginning of year $416,906 · end of year $214,230

  • 27 · Net assets without donor restrictions

    beginning of year $8,940,706 · end of year $1,102,349

Mission and programs · 2023

Mission

To deliver the highest quality patient and family-centered care to Medicare beneficiaries and other patients. UW Health ACO achieves these initiatives through population health activities including but not limited to programs that target population health management, quality improvement and social determinants of health.

  • To provide better care, improved health, and lower per capita growth in expenditures for Medicare beneficiaries assigned to the ACO and provide support to University of Wisconsin Medical Foundation (UWMF) and University of Wisconsin Hospitals and Clinics Authority (UW Hospital) for population health programs and development of innovative new care models.

    Expenses $8,141,804 · Revenue $1,587,936

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Dr Peter Newcomer

    President (until 7/23)

    Total calculated
    $1,588,046
    From this org
    $0
    From related orgs
    $1,321,808
    Other
    $266,238
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $973,689 related
    Bonus
    $0 + $348,119 related
    Other
    $0
    Deferred
    $0 + $264,810 related
    Nontaxable benefits
    $0 + $1,428 related
    Filer's total
    $0 + $1,588,046 related

  • Jodi Vitello

    Treasurer

    Total calculated
    $726,601
    From this org
    $0
    From related orgs
    $627,188
    Other
    $99,413
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $359,403 related
    Bonus
    $0 + $94,860 related
    Other
    $0 + $172,925 related
    Deferred
    $0 + $61,630 related
    Nontaxable benefits
    $0 + $37,783 related
    Filer's total
    $0 + $726,601 related

  • Dr Michael Sloan

    Director (until 3/24)

    Total calculated
    $644,536
    From this org
    $0
    From related orgs
    $577,281
    Other
    $67,255
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $501,828 related
    Bonus
    $0 + $75,453 related
    Other
    $0
    Deferred
    $0 + $66,000 related
    Nontaxable benefits
    $0 + $1,255 related
    Filer's total
    $0 + $644,536 related

  • Troy Lepien

    Secretary

    Total calculated
    $574,646
    From this org
    $0
    From related orgs
    $466,698
    Other
    $107,948
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $360,244 related
    Bonus
    $0 + $102,691 related
    Other
    $0 + $3,763 related
    Deferred
    $0 + $72,320 related
    Nontaxable benefits
    $0 + $35,628 related
    Filer's total
    $0 + $574,646 related

  • Dr Elizabeth Trowbridge

    Chair

    Total calculated
    $481,107
    From this org
    $0
    From related orgs
    $428,392
    Other
    $52,715
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $424,155 related
    Bonus
    $0 + $673 related
    Other
    $0 + $3,564 related
    Deferred
    $0 + $51,680 related
    Nontaxable benefits
    $0 + $1,035 related
    Filer's total
    $0 + $481,107 related

  • Ann Sheehy

    President (as of 7/23)

    Total calculated
    $412,701
    From this org
    $0
    From related orgs
    $384,071
    Other
    $28,630
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $384,071 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $28,092 related
    Nontaxable benefits
    $0 + $538 related
    Filer's total
    $0 + $412,701 related

  • Dr Roy Allan Jhagroo

    Director

    Total calculated
    $300,805
    From this org
    $0
    From related orgs
    $250,510
    Other
    $50,295
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $250,510 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $50,240 related
    Nontaxable benefits
    $0 + $55 related
    Filer's total
    $0 + $300,805 related

  • Dr Yohaulli Anaya

    Director (as of 3/24)

    Total calculated
    $294,753
    From this org
    $0
    From related orgs
    $258,430
    Other
    $36,323
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $216,763 related
    Bonus
    $0 + $41,667 related
    Other
    $0
    Deferred
    $0 + $36,268 related
    Nontaxable benefits
    $0 + $55 related
    Filer's total
    $0 + $294,753 related

  • Grace Flood

    Medical Director

    Total calculated
    $280,095
    From this org
    $0
    From related orgs
    $221,534
    Other
    $58,561
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $220,223 related
    Bonus
    $0
    Other
    $0 + $1,311 related
    Deferred
    $0 + $26,060 related
    Nontaxable benefits
    $0 + $32,501 related
    Filer's total
    $0 + $280,095 related

  • Ryan Klein

    Director (as of 3/24)

    Total calculated
    $212,529
    From this org
    $0
    From related orgs
    $181,367
    Other
    $31,162
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $166,253 related
    Bonus
    $0 + $13,320 related
    Other
    $0 + $1,794 related
    Deferred
    $0 + $31,162 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $212,529 related

  • Patti Meyer

    Assistant Secretary

    Total calculated
    $145,095
    From this org
    $0
    From related orgs
    $121,229
    Other
    $23,866
    Hours/week
    1 + 39 related

  • Sarah Davis

    Director (until 3/24)

    Total calculated
    $145,074
    From this org
    $0
    From related orgs
    $123,226
    Other
    $21,848
    Hours/week
    2 + 38 related

  • Kiah Calmese Walker

    Director

    Total calculated
    $0
    Hours/week
    2

  • Dr Thomas Bugliosi

    Director

    Total calculated
    $0
    Hours/week
    2

  • Kevin Fehr

    Director

    Total calculated
    $0
    Hours/week
    2

  • Dr Farah Khan

    Director

    Total calculated
    $0
    Hours/week
    2

  • Julieanne Pofahl

    Public Member

    Total calculated
    $0
    Hours/week
    2

  • Katie Brietzman

    Consumer Advocate

    Total calculated
    $0
    Hours/week
    2

  • Dave Childers

    Vice President

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 3
Compensation is paid via a leasing agreement with members of the organization. Executive compensation is based on comparative data with like positions within the market.
Part I, Line 4b
Several members of the Board participate in supplemental, non-qualified retirement plans through their employers, which are related organizations to the filing entity. Those individuals participate in a 457(f) plan. In 2023, the following employer contributions were made: - Troy Lepien $36,070 - Peter Newcomer $198,810 - Jodi Vitello $36,220 Following distributions were made in 2023 - Jodi Vitello $168,962

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
28 April 2025
IRS schema version
2023v6.0
Source object
202501199349301795

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